MANAGEMENT COMMITTEE
DAVID C. FULTON, JR., CFA*
Chairman & Chief Executive
Carl J. Tippit, CFA*
President
Trent M. Meyerhoefer
Senior Managing Director and Chief Financial Officer
Gregory P. Althans, CPA/PFS, CFP®*
Senior Managing Director and Chief Wealth Strategist
Jennifer Coleman
External Board Member
John P.M. Higgins
External Board Member
Marilyn Eisele
External Board Member
EXECUTIVE LEADERSHIP
DAVID C. FULTON, JR., CFA*
Chairman & Chief Executive
Carl J. Tippit, CFA*
President
Trent M. Meyerhoefer*
Senior Managing Director and Chief Financial Officer
Bradley D. Knapp, CFA, CAIA*
Senior Managing Director and Head of the Private Client Group
Michael J. Moss, CFP®*
Senior Managing Director, Integration and Special Projects
Michael P. Shebak III*
Senior Managing Director and Head of Institutional Consulting
Research & Investment Management
Svetlana M. Loshakov, CFA*
Head of Investments, Senior Managing Director
Aneet P. Deshpande, CFA*
Chief Investment Strategist, Senior Managing Director
Satricia A. Rice, JD, CFA, CIMA®*
Senior Managing Director and Head of Portfolio Management
Thomas M. Seay*
Senior Managing Director, Research
JAMES D. AWAD
Senior Managing Director
Joseph D. Boushelle, CFA, CAIA*
Senior Managing Director, Alternatives
Daniel Meges*
Managing Director, Research
Andres Arsuaga, CFA
Director, Portfolio Management
Andrew Burger, CFA
Director, Portfolio Management
Michael G. Kuebler
Analyst, Research
Mike McLelland, CFA, CAIA
Analyst, Research
Haley J. Schubert, CFA
Senior Portfolio Manager
Adam Felten
Portfolio Manager
Caroline Lyu
Portfolio Manager
Erin D. H. Gray
Research Associate
Konstantin Goldberg
Associate Portfolio Manager
Michael S. Fedeli
Associate Portfolio Manager
Sydney P. Van Scoy
Associate Portfolio Manager
Kimberly D. Trnavsky
Alternative Investment Administrator
Susan E. Witalis
Trader
INSTITUTIONAL CONSULTING GROUP
Michael P. Shebak III*
Senior Managing Director and Head of Institutional Consulting
Adam J. Blake, AIF®*
Senior Managing Director
Anthony M. Saracusa, CIMA®*
Senior Managing Director
Brian K. Hrabak, CFA*
Senior Managing Director
Grant B. Guyuron, CFA*
Senior Managing Director
John F. Colla, CFA*
SENIOR MANAGING DIRECTOR
Lawrence M. Carone, CFA, CAIA*
Senior Managing Director
Matthew J. Kolenich, CPFA, AIF®
Managing Director
Brian T. Wunderle
DIRECTOR
Joseph T. Adams, CFA
Senior Associate
Bayley E. H. Miozzi
Associate
John P. Lenehan
Associate
Kristen Low
Associate
Gareth J. Hannigan
Client Service Associate
Samantha Karoly
Client Service Associate
Karen T. Buckley
Institutional Coordinator
Luz Caraballo
Administrative Assistant
PRIVATE CLIENT GROUP
Bradley D. Knapp, CFA, CAIA*
Senior Managing Director and Head of the Private Client Group
Anthony G. Micheli, CPA*
Senior Managing Director
Michael J. Moss, CFP®*
Senior Managing Director, Integration and Special Projects
David A. McClearn, CFA*
Senior Managing Director
Gregory P. Althans, CPA/PFS, CFP®*
Senior Managing Director and Chief Wealth Strategist
David J. Rubis, CPFA, AIF®*
Senior Managing Director
Eileen Burkhart, CFP®, AIF®*
Senior Managing Director
Gregory Q. Lonczak, CFP®*
Senior Managing Director
JAMES D. AWAD
Senior Managing Director
James R. Pruce, CFP®, CPA*
Senior Managing Director
John Marino, CFP®, CPA*
Senior Managing Director
Maureen Leneghan, CPA, CFP®*
Senior Managing Director, Financial Planning
Michael S. Dearden, ATP®*
Senior Managing Director
SCOTT P. SNOW, CPA, CFP®, CIMA*
Senior Managing Director
Theodore J. Robbins, CPA , CFP®*
Senior Managing Director
Tracy A. Jemison, II*
Senior Managing Director
Jonathan A. Watts, CPA*
Managing Director
Allen W. Dengler
Director, Private Client Group
Chris Berben, CFP®
Director, Private Client Group
Joseph Baranek, CFP®
Director, Private Client Group
James T. Thomas, CPA
Director, Tax
Kayleigh Cowser, Esq.
Director, Trusts and Estates
Lisa M. Chavez, CPA
Director, Tax
Bryse D. Cirjak, CFP®
Senior Associate
Debra Richards
Senior Associate
Doug Wiedemann, CPA, CFP®
Senior Associate
Emily C. Hajec
Senior Associate
Gina G. Gurganus, CFP®
Senior Associate
Teresa A. LaCorte, CPA
Senior Associate
Jeff Cornelius
Associate, Integration & Planning
Adam T. Clare, CPA
Planning Associate
Becca Rak
Planning Associate
Christine Trunk
Planning Associate
Daniel C. Francy
Planning Associate
Dylan C. Gardner
Planning Associate
Emily Keller
Planning Associate
Jacinto T. Cuellar
Planning Associate
Jenny L. Cuevas
Planning Associate
Jessica G. Martin
Planning Associate
Kiana Woodgett
Planning Associate
Max Zarick, CPA
Planning Associate
Kaitlyn Hartburg
Family Office Professional
Angela Bitting
Senior Client Service Associate
Allison E. Schaefer
Senior Client Service Associate
Kimberly A. Herbst
Senior Client Service Associate
Peggy E. Shalala
Senior Client Service Associate
Susan A. Svenson
Senior Client Service Associate
Alexandra Bair
Client Service Associate
Chris Markley
Client Service Associate
Laurie Johns
Client Service Associate
Luke Sommer
Client Service Associate
Mark A. Comienski
Client Service Associate
Rachel M. Aranowitz
Client Service Associate
Chelsea Enslow
Client Operations Coordinator
Beatrice Cooper
Administrative Assistant, Tax
Administration
Steven F. Wolken*
Chief Compliance Officer
Dennis M. Kasper*
Senior Managing Director, Information Technology
Kathleen Thompson, PMP*
Senior Managing Director, Finance
Jane F. Battes, SPHR*
Senior Managing Director, Human Resources
Jennifer D. Lucas
Office Administrator | Recruiter
Heather K. Hughes
HR Generalist | Recruiter
Edward Mielcarek
Director, Information Technology
Monica A. Fletcher
Senior Associate, Marketing
Shereen H. Abuzahriyeh
Associate, Information Technology
Amber N. Coletta
Business Analyst
Daniel J. Usay
Business Analyst
Sarah Richter, CPA
Senior Staff Accountant
Haven Hobson
Accountant, Billing
Devra G. Woodard
Receptionist
REPORTING AND OPERATIONS
Bianca L. Friscan*
Senior Managing Director, Operations
Mitchel H. Green
Director, Institutional Operations
Sandra J. Wallenhorst
Senior Associate, Reporting
Cristina T. Popoiu
Senior Performance Analyst
Jessica Ackermann
Senior Performance Analyst
Benjamin L. DeHaan
Performance Analyst
David Mooney
Performance Analyst
Kyle Shuki
Performance Analyst
Claudia N. Kerchenski
Operations Associate
TJ Conway
Reporting Associate
Bonny L. Constantino
Database Coordinator
Maureen A. Berthelot
Database Coordinator
Find Your Clarity
Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.
Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.
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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
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